ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

392 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
6.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
35
Increased
128
Reduced
116
Closed
38
Calls
$1.65M
Puts
–
Net Calls
+$1.65M
Net Calls Change
-$1.16M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$26.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M
4
BlackRock
BlackRock
New York
$145M
5
KNW
Kesler Norman & Wride
Utah
$3.02M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$110K
2
HT
HAP Trading
New York
$0
3
BIP
Blueprint Investment Partners
North Carolina
$3.21M
4
Osaic Holdings
Osaic Holdings
Arizona
$13.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$930K
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
176
Quest Investment Management
Oregon
$536K -$91.8K -1,510 -15%
BSW
177
Buckingham Strategic Wealth
Missouri
$536K -$48.4K -797 -8%
CCM
178
Coldstream Capital Management
Washington
$535K – – –
WPC
179
Waters Parkerson & Co
Louisiana
$533K +$3.04K +50 +0.6%
TRCT
180
Tower Research Capital (TRC)
New York
$521K +$521K +8,569 New
SXL
181
Summit X LLC
Missouri
$505K +$181 +3 +0%
DIP
182
DT Investment Partners
Pennsylvania
$501K -$19.2K -315 -4%
HWM
183
HB Wealth Management
Georgia
$488K – – –
CP
184
Castleview Partners
Texas
$488K +$487K +2,874 +57,480%
HF
185
HRT Financial
New York
$480K -$203K -3,345 -30%
IAN
186
Integrated Advisors Network
Texas
$474K -$23.4K -386 -5%
SS
187
Sunbelt Securities
Texas
$465K +$152K +2,496 +48%
JIR
188
James Investment Research
Ohio
$462K -$1.28K -21 -0.3%
IWC
189
Integrated Wealth Concepts
Massachusetts
$460K -$129K -2,124 -22%
FMWA
190
Forvis Mazars Wealth Advisors
Missouri
$457K +$457K +7,516 New
PO
191
Private Ocean
California
$456K -$22.9K -377 -5%
EW
192
Emerson Wealth
Michigan
$453K +$3K +147 +0.7%
Principal Financial Group
193
Principal Financial Group
Iowa
$444K +$444K +7,313 New
BA
194
Bridge Advisory
California
$441K +$127K +2,094 +41%
NWM
195
Northwest Wealth Management
Iowa
$440K -$11.7K -193 -3%
P
196
Pitcairn
Pennsylvania
$437K -$57.4K -945 -12%
CB
197
Commerce Bank
Missouri
$423K -$1.64K -27 -0.4%
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$415K +$215K +3,512 +108%
FI
199
Financial Insights
Washington
$413K +$40.7K +670 +11%
CWP
200
Corepath Wealth Partners
Arizona
$408K -$7.06K -118 -2%
6 7
8
9 10